Hardware Podcasts

OpenAI's SORA 2 Drops + WE CALLED THE BUBBLE TOP + Shopping Agents Win

Built 2 Scale · 3 Oct 2025 · 1h 02m

What this episode covers

Hosts Matt Perrott and Scott Wilcox discuss signs of an AI market bubble, including Alex Wang's $14B exit from Scale AI and the return of SPACs, while analyzing OpenAI's Sora 2 video model and its integration with Stripe and Shopify for agentic commerce. They explore the rise of generalized robotics through Dyna Robotics, the cost advantages of Tesla's Robotaxi and Gigafactory China, and Jensen Huang's energy arbitrage strategy at Nvidia. The episode concludes with founder advice on hiring, building in public, and maintaining a personal operating system.

Most relevant to

large enterprises and companies scaling up

Topics

Mentioned

Companies
OpenAI, Stripe, Shopify, Tesla, Nvidia, Dyna Robotics, Scale AI, Google, Waymo, Periodic Labs, Figma, Meta
Products
Sora 2, Grok, Veo 3, Nano Banana
Also
Alex Wang, Jensen Huang, Patrick Collison, Toby Lütke

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